2023-11-15T12:12:46-06:00 2022-12-31 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2022-01-01 310537174 Jewish Federation of Cincinnati JEWI 5139851500 8499 Ridge Road Cincinnati OH 45236 Danielle Minson President & CEO 5139851500 2023-11-13 1 Danielle Minson 999009999 0 Paula Hume P00537516 5132418313 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Danielle Minson 8499 Ridge Road Cincinnati OH 45236 37795338 0 X www.jewishcincinnati.org X 1967 OH The Jewish Federation of Cincinnati brings our community together to care for Jews. 39 39 78 400 0 0 22695173 25094842 1856802 1855871 463964 305729 4390 2489 25020329 27258931 15292672 16175379 0 0 6023327 6492829 0 0 1973408 1920068 3872389 23236067 26540597 1784262 718334 159786840 143827780 22451462 22513110 137335378 121314670 The Jewish Federation of Cincinnati develops and connects leaders, contributors, organizations, and ideas to build an inclusive Jewish community that helps people in need, supports Israel, and assures a vibrant Jewish future. 0 0 20367410 16161503 415007 The Federation conducts an annual fundraising campaign in the Greater Cincinnati area. After deducting estimated uncollectible pledges & administrative and fundraising costs, allocations are made to local and national beneficiary agencies. Commitments are made from the current year's campaign to these agencies. 2041739 1314959 The Federation has a shared business service program where it provides accounting and human resource services to various Jewish agencies in the Cincinnati area. 558786 13876 125905 The Federation administers a community program called SAFE Cincinnati, a community wide initiative to improve Jewish Cincinnati's readiness to deal with security threats and natural disasters. 22967935 1 1 0 1 0 1 0 0 1 1 1 1 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 58 0 1 78 1 0 0 0 0 0 0 0 0 0 0 0 0 X 39 39 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH KY FL X X Erin Klein 5139851500 8499 Ridge Road Cincinnati OH 45236 Andy Abel Member 1.00 X 0 0 0 Ariella Cohen Vice President - Termed 5/31 1.00 X X 0 0 0 Bret Caller Foundation Trustee 1.00 X 0 0 0 Brooke Guigui Member - Termed 5/31 1.00 X 0 0 0 Debbie Brant Chair 1.00 X X 0 0 0 Denis Joseph Member - Termed 5/31 1.00 X 0 0 0 Elida Kamine Vice President 1.00 X X 0 0 0 Felicia Zakem Member - Termed 5/31 1.00 X 0 0 0 Gary Greenberg Member 1.00 X 0 0 0 Jeff Zipkin Member 1.00 X 0 0 0 Jim Salters Member 1.00 X 0 0 0 Josh Blatt Vice President 1.00 X X 0 0 0 Matt Rosensweet Member - Termed 5/31 1.00 X 0 0 0 Michael Danziger Member - Termed 5/31 1.00 X 0 0 0 Mike Kadetz Member - Termed 5/31 1.00 X 0 0 0 Nancy Warren Member 1.00 X 0 0 0 Patti Heldman Member 1.00 X 0 0 0 Randy Slovin Member - Termed 5/31 1.00 X 0 0 0 Rebecca Goldwasser Member - Termed 5/31 1.00 X 0 0 0 Renee Levy Member - Termed 5/31 1.00 X 0 0 0 Ross Evans Member - Termed 5/31 1.00 X 0 0 0 Shelly Gerson Member - Termed 5/31 1.00 X 0 0 0 Sherri Symson Vice President 1.00 X X 0 0 0 Suzette Fisher Vice President - Termed 5/31 1.00 X X 0 0 0 Tedd Friedman Vice President 1.00 X X 0 0 0 Zalmy Reisman Member - Termed 5/31 1.00 X 0 0 0 Sara Backman Member - Termed 5/31 1.00 X 0 0 0 Steve Baron Member 1.00 X 0 0 0 Sharon Bramy Member 1.00 X 0 0 0 Elliot Draznin Member 1.00 X 0 0 0 Marc Fisher Member 1.00 X 0 0 0 Robert Fisher Vice President 1.00 X X 0 0 0 Louis Goldner Member 1.00 X 0 0 0 Ronna Greff Schneider Vice President - Termed 5/31 1.00 X X 0 0 0 Craig Hoffheimer Member 1.00 X 0 0 0 Lara Isakov Member 1.00 X 0 0 0 Danielle Levy Member - Termed 5/31 1.00 X 0 0 0 Michael Maltinsky Member - Termed 5/31 1.00 X 0 0 0 Todd Schild Secretary/Treasurer 1.00 X X 0 0 0 Shari Schulhoff Member 1.00 X 0 0 0 David Wise Member 1.00 X 0 0 0 Mark Barsman Executive Committee 1.00 X X 0 0 0 Julie Glazer Member 1.00 X 0 0 0 Jim Heldman Member 1.00 X 0 0 0 Miriam Hodesh Vice President 1.00 X X 0 0 0 Beth Miles Member 1.00 X 0 0 0 Sue Price Member 1.00 X 0 0 0 Vallie Freeman Member - joined 5/31 1.00 X 0 0 0 Karen Goodman Member - joined 5/31 1.00 X 0 0 0 Raffie Zuroff Member 1.00 X 0 0 0 Seth Guttman Member - joined 5/31 1.00 X 0 0 0 Rabbi Sanford Kopnick Member - joined 5/31 1.00 X 0 0 0 Abby Schwartz Member - joined 5/31 1.00 X 0 0 0 Scot Joseph Member 1.00 X 0 0 0 Sam Shaffer Member - joined 5/31 1.00 X 0 0 0 Brian Hertzman Member - joined 5/31 1.00 X 0 0 0 Eliana Rantz Member - joined 5/31 1.00 X 0 0 0 Danielle Minson President & CEO 37.50 X 326056 0 40815 Lindsey Wade COO 37.50 X 155259 0 25329 Mark Dowd Director of SAFE Cincinnati 37.50 X 142278 0 7120 Jim Friedman Director of Planned Giving 37.50 X 126163 0 25869 Pam Geller Chief Impact Officer 37.50 X 138459 0 7232 Valerie Krueckeberg Managing Director, SBS 37.50 X 140003 0 17121 Deb Steinbuch Interim Chief Development Officer 37.50 X 128659 0 14248 1156877 0 137734 6 0 1 0 0 25094842 5038601 25094842 Shared Business Servic 900099 1641016 1641016 Safe Program Particip. 900099 214855 214855 1855871 268241 268241 10573895 10536407 37488 37488 37488 Other Income 900099 2489 2489 2489 27258931 1855871 0 308218 14681488 14681488 1461891 1461891 32000 32000 547461 228584 145324 173553 4622346 3043224 598991 980131 167151 107698 14454 44999 782513 492555 77208 212750 373358 230450 40595 102313 5562 3669 1876 17 64001 42223 21586 192 130000 130000 623855 411577 210411 1867 331216 175531 87977 67708 136886 81194 39772 15920 558673 281134 93207 184332 542982 396956 97929 48097 1019210 899891 42911 76408 Other expense 319426 189469 92809 37148 Employee Training 104874 57223 23830 23821 Subcription & Dues 35704 21178 10374 4152 26540597 22967935 1599254 1973408 8210331 6939566 6224897 6152175 1368006 3518113 565000 515000 571728 486389 4411711 3214074 277860 1197637 26153134 18137508 110326895 102487344 6088989 4394048 159786840 143827780 4252336 5649376 4758688 4883253 12875438 11465481 565000 515000 22451462 22513110 X 79148832 71620770 58186546 49693900 137335378 121314670 159786840 143827780 X 718334 -15705602 -1033440 X X 0 1 X 1 0 X 15542945 21705985 25446216 21726557 25094842 109516545 15542945 21705985 25446216 21726557 25094842 109516545 39592756 69923789 2718463 1741743 879265 255726 268241 5863438 23910 31784 4390 2489 62573 115442556 6731004 0.60570 0.59940 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2019 Amount: $ 23,910. 2021 Amount: $ 4,390. 2022 Amount: $ 2,489. Workers Comp Refund - 2020 Amount: $ 31,784. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 1 1 1 130000 1 1 0 130000 0 Part II-B, Line 1: a) Used volunteer efforts to work against OH Issue 1 for 8/8/23, to get an abortion rights amendment onto 11/7/23 ballot. No money spent. | b) We have two FTEs, who have--as a small component of their duties--worked to influence nat'l/state/local legislation. We have worked on the same matters as in (a) and also to work to secure nonprofit security funds in the nat'l and state governments. No money was spent. | d) We sent digital notes to members and released public messages about our support for the items in (a) and (b). No money was spent. | e) We digitally published the items in (d) on our digital platforms--this includes our website and social media. No money was spent. | g) We made trips to Columbus, OH to work with OH state legislators and their staffs for items described above. We also hosted federal, state, and local legislators and their staffs for private security briefings at our JCC headquarters in Amberley, Ohio. Approximately $250 was spent. | g) We sought to influence bills at the OH statehouse by providing oral and written testimony in committees. No money was spent. 162 12988086 8722470 38531792 1 1 1 12875438 129536 1539493 11465481 1 X 78189288 669870 -10671628 2333120 65854410 73453709 1118865 6818621 3201907 78189288 64202735 3979610 8122417 2851053 73453709 50558814 7134660 8813683 2304422 64202735 53618756 2135500 -3286295 1909147 50558814 0.41000 0.42000 0.17000 0 0 114587 114587 1132244 1132205 39 965302 311587 653715 2187713 1758417 429296 11865 11865 0 1197637 Other investments 102487344 F 102487344 X 10519889 -15705602 -1033440 -16739042 27258931 0 27258931 26540597 0 26540597 0 26540597 Part IV, Line 1b: The Federation regularly collaborates with other local Jewish agencies to facilitate their fundraising campaigns, as well as serving as the custodian and managers of a pooled investment account. Part IV, Line 2b: The Federation regularly collaborates with other local Jewish agencies to facilitate their fundraising campaigns as well as serving as the custodian and manager of a pooled investment account in which other local Jewish agencies can hold endowments. Part V, Line 4: Designated funds are for capital repairs and replacement for Jewish agencies. Term endowments are for education, awards and general support. Permanent endowment funds are used for education and general support. Part X, Line 2: The Federation is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, the Federation is subject to federal income tax on any unrelated business taxable income. The Federation's IRS Form 990 is subject to review and examination by federal and state authorities. The Federation believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statement. Part XI, Line 2d - Other Adjustments: Change in beneficial int in trust -926,334. Change on charitable gift annuities -304,160. Change in CSV of life insurance 197,054. 0 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 1 0 Investment in foreign hedge funds or private equity. 86093494 North America Investment in foreign hedge funds or private equity. 938043 1 0 0 0 1 0 87031537 0 87031537 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, Scholarship 6250 0 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, Scholarship 6250 0 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, Scholarship 8000 0 Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, Scholarship 6500 0 5 0 0 0 0 0 0 Part I, Line 2: Scholarships used for educational organizations. Student follows up on progress annually. Investment in foreign hedge funds or private equity funds are monitored by the investment committee. Part III Accounting Method: 0 Action Tank USA 854 Rue De La Paix Apt B2 Cincinnati OH 45220 833099604 501 c 3 9000 0 General Support Adath Israel Congregation 3201 East Galbraith Road Cincinnati OH 45236 310537489 501 c 3 194878 0 General Support Admiral's Cove Foundation 200 Admirals Cove Boulevard Jupiter FL 33477 593786373 501 c 3 6150 0 General Support Alzheimer's Disease and Related Disorders Association 225 N Michigan Avenue Floor 17 Chicago IL 60601 133039601 501 c 3 42180 0 General Support American Friends of Magen David Adom 20 West 36th Street Suie 1100 New York NY 10018 131790719 501 c 3 5200 0 General Support American Jewish Committee 165 E 56th St New York NY 10022 135563393 501 c 3 44100 0 General Support American Jewish Joint Distribution Committee 220 E 42nd St Ste 400 New York NY 10017 131656634 501 c 3 15000 0 General Support American Red Cross 2111 Dana Avenue Cincinnati OH 45207 530196605 501 c 3 10600 0 General Support ArtsWave 20 E Central Parkway Suite 200 Cincinnati OH 45202 310537138 501 c 3 8100 0 General Support Atara High School 6701 Elbrook Ave Cincinnati OH 45237 883521785 501 c 3 11500 0 General Support Bellwether Enterprise 1375 E 9th Street 2400 Cleveland OH 44114 851599996 501 c 3 10000 0 General Support Beth Israel Congregation 50 North Sixth Hamilton OH 45011 310708269 501 c 3 13000 0 General Support Birthright Israel Foundation 711 Third Avenue 10th Floor New York NY 10017 134092050 501 c 3 21300 0 General Support Black Swamp Bird Observatory 13551 W State Route 2 Oak Harbor OH 43449 341702076 501 c 3 10000 0 General Support Boys & Girls Clubs of Greater Cincinnati Scholastic Foundation 600 Dalton Ave Cincinnati OH 45203 811620541 501 c 3 26700 0 General Support Buddy Up for Life 3989 Farber Court New Albany OH 43054 270789426 501 c 3 13000 0 General Support Camp Ashreinu 6700 Elbrook Avenue Cincinnati OH 45237 311435998 501 c 3 32500 0 General Support Camp Chabad 1863 Section Road Cincinnati OH 45237 310163231 501 c 3 37800 0 General Support Camp Chabad One Miami University 111 East Spring Street Oxford OH 45056 463603690 501 c 3 8000 0 General Support Camp Livingston 8485 Ridge Road Cincinnati OH 45236 316050765 501 c 3 679214 0 General Support Camp Young Judaea Midwest Inc 60 Revere Dr Northbrook IL 60062 391672846 501 c 3 5600 0 General Support Chabad Hospitality and Education Network 2718 Digby Ave Cincinnati OH 45220 455111899 501 c 3 350000 0 General Support Chabad House at University of Cincinnati 343 Probasco Street Cincinnati OH 45220 455111899 501 c 3 7200 0 General Support Chabad Jewish Center of Blue Ash 3977 Hunt Road Cincinnati OH 45236 223796223 501 c 3 74280 0 General Support CHABAD OF KEY BISCAYNE 101 Harbor Dr Kay Biscayne FL 33149 650976033 501 c 3 7500 0 General Support CHABAD OF PALM BEACH GARDENS 6100 PGA Blvd Palm Beach Gardens FL 33418 205197484 501 c 6 27600 0 General Support Chabad of South Tampa 2511 West Swann Ave 201 Tampa FL 33609 261576111 501 c 3 10000 0 General Support Chabad of Southern Ohio 7560 Reinhold Dr Cincinnati OH 45237 310163231 501 c 3 19800 0 General Support Chabad Young Professionals of Cincinnati 3977 Hunt Road Blue Ash OH 45236 852391635 501 c 3 20540 0 General Support CHICAGO JEWISH DAY SCHOOLdCHOOL 3730 N California Ave Chicago IL 60618 364437180 501 c 3 20000 0 General Support Children's Hospital Medical Center 3333 Burnet Ave Cincinnati OH 45229 310833936 501 c 3 3012720 0 General Support Cincinnati Art Museum 953 Eden Park Drive Cincinnati OH 45202 310536653 501 c 3 15650 0 General Support Cincinnati Ballet 1555 Central Pkwy Cincinnati OH 45214 316050354 501 c 3 13000 0 General Support Cincinnati Community Kollel PO Box 37145 Cincinnati OH 45222 311426973 501 c 3 65370 0 General Support Cincinnati Country Day School 6905 Given Rd Cincinnati OH 45243 310536970 501 c 3 12500 0 General Support Cincinnati Hebrew Day School 2222 Losantiville Road Cincinnati OH 45237 310544741 501 c 3 183322 0 General Support Cincinnati Hillel 2615 Clifton Avenue Cincinnati OH 45220 316068733 501 c 3 187737 0 General Support Cincinnati Reds Community Fund 100 Joe Nuxhall Way Cincinnati OH 45202 311790195 501 c 3 7600 0 General Support Cincinnati USA Regional Chamber 3 E 4th St Cincinnati OH 45202 237089617 501 c 3 11000 0 General Support CLAL - The National Jewish Center for Learning and Leadership 440 Park Ave South New York NY 10016 237390358 501 c 3 20000 0 General Support Combined Jewish Philanthropies of Greater Boston Inc 126 High St Boston MA 02110 042103559 501 c 3 7500 0 General Support Community Works West 110 Broadway Oakland CA 94607 205278030 501 c 3 70000 0 General Support Congregation Beth Adam 10001 Loveland Maderia Road Loveland OH 45140 310993285 501 c 3 46423 0 General Support Congregation Etz Chaim 1190 Indian Hills Pkwy Marietta GA 30068 581245765 501 c 3 29036 0 General Support Congregation Sha'arei Torah 2400 Section Road Cincinnati OH 45237 451263585 501 c 3 62968 0 General Support Congregation Zichron Eliezer 2455A Section Road Cincinnati OH 45237 205581301 501 c 3 16010 0 General Support Council for Jewish Elderly 3003 W Touhy Ave Chicago IL 60645 362727597 501 c 3 6900 0 General Support Dance Theater of Florida 4100 PGA Blvd Palm Beach Gardens FL 33410 320354239 501 c 3 9300 0 General Support Evans Scholars Foundation 2501 Patriot Blvd Glenview IL 60026 362518129 501 c 3 5600 0 General Support Everytown for Gun Safety Support Fund PO Box 4184 New York NY 10163 261598353 501 c 3 5500 0 General Support FreeStoreFoodBank 1141 Central Parkway Cincinnati OH 45202 237122205 501 c 3 20050 0 General Support FRIENDS OF UNITED HATZALAH INC 442 5th Avenue Suite 1866 New York NY 10018 113533002 501 c 3 18000 0 General Support Golf Manor Synagogue 6442 Stover Avenue Cincinnati OH 45237 310628603 501 c 3 22950 0 General Support GREENLIGHT FUND INC 120 St James Ave 6th Floor Boston MA 02116 200407083 501 c 3 20000 0 General Support Halom House 4680 Hunt Road Cincinnati OH 45242 311073702 501 c 3 59000 0 General Support Hamilton County Police Association Inc 10500 Reading Road Cincinnati OH 45241 310947524 501 c 3 5800 0 General Support Hebrew Union College 3101 Clifton Avenue Cincinnati OH 45220 310537067 501 c 3 11373 0 General Support HIAS 411 5th Ave Suite 1006 New York NY 10016 135633307 501 c 3 19000 0 General Support Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 316068732 501 c 3 61500 0 General Support Hillel the Foundation for Jewish Campus Life 912 Broadway Street New Orleans LA 70118 726031116 501 c 3 20100 0 General Support INNOCENCE PROJECT OF FLORIDA 1100 East Park Ave Tallahassee FL 32301 200210812 501 c 3 10000 0 General Support Isaac M Wise Temple 8329 Ridge Road Cincinnati OH 45236 310536987 501 c 3 166349 0 General Support ISH Festival 6144 Grand Vista Cincinnati OH 45213 832433747 501 c 3 39000 0 General Support JEEP - Jewish Education for Everyone 1995 Section Road Cincinnati OH 45237 204016862 501 c 3 67266 0 General Support Jewish Cemeteries of Greater Cincinnati 3400 Montgomery Road Cincinnati OH 45207 383711514 501 c 3 60271 0 General Support Jewish Council for Public Affairs 25 Broadway Suite 1700 New York NY 10004 131624104 501 c 3 5100 0 General Support Jewish Discovery Center 7587 Central Park Blvd Mason OH 45040 311566575 501 c 3 17140 0 General Support Jewish Family Service 9595 Kenwood Road Suie 100 Cincinnati OH 45242 310744786 501 c 3 791433 0 General Support Jewish Federation of Palm Beach 4601 Community Drive West Palm Beach FL 33417 590948696 501 c 3 20300 0 General Support Jewish Federations of North America 25 Broadway STE1700 New York NY 100041010 131624240 501 c 3 1718814 0 General Support Jewish fertility Foundation 1600 Parkwood Cir SE Ste 400 Atlanta GA 30339 810789964 501 c 3 27720 0 General Support Jewish National Fund 42 East 69th Street New York NY 10021 131659627 501 c 3 70390 0 General Support JEWISH UNITED FUND OF METROPOLITAN CHICAGO 30 S Wells St Chicago IL 60606 362167034 501 c 3 20000 0 General Support Jupiter Hospital Medical Center 1210 S Old Dixie Hwy Jupiter FL 33458 591460239 501 c 3 10000 0 General Support JVS Careers 4540 Cooper Rd Suite 300 Cincinnati OH 45242 262091358 501 c 3 533630 0 General Support KNESETH ISRAEL CONGREGATION 2455 Section Road Cincinnati OH 45237 310549055 501 c 3 10000 0 General Support Lighthouse Youth Services Inc 401 E McMillan St Cincinnati OH 45206 237046229 501 c 3 11550 0 General Support Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 310536986 501 c 3 1255300 0 General Support Miami University Foundation 725 E Chestnut Street Oxford OH 45056 316026014 501 c 3 10000 0 General Support MORIAH CONGREGATION 200 Taub Dr Deerfield IL 60015 362935511 501 c 3 6800 0 General Support Nancy and David Wolf Holocaust and Humanity Center 1301 Western Ave Cincinnati OH 45203 205090993 501 c 3 1152660 0 General Support Northern Hills Synagogue 5714 Fields Ertel Road Cincinnati OH 45249 310673600 501 c 3 25900 0 General Support Northern Kentucky University Foundation Lucas Administrative Center Ste 822 Highland Heights KY 41099 237116528 501 c 3 1000000 0 General Support Ohio Innocence Project UC College of Law PO Box 210040 Cincinnati OH 45221 310896555 501 c 3 37000 0 General Support Ohio Sled Hockey Inc 4464 Wrens Nest Dr New Albany OH 43054 201491128 501 c 3 10000 0 General Support PAN MASSACHUSETTS CHALLENGE TRUST 77 Fourth Ave Needham MA 02494 042746912 501 c 3 10000 0 General Support Planned Parenthood of Southwest Ohio 2314 Auburn Avenue Cincinnati OH 45219 310536688 501 c 3 37368 0 General Support Prostate Cancer Foundation 1250 Fourth Street Santa Monica CA 90401 954418411 501 c 3 10300 0 General Support Rockdale Temple 8501 Ridge Road Cincinnati OH 45236 310543299 501 c 3 91638 0 General Support Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 310603959 501 c 3 447601 0 General Support Ronald McDonald House Charities of Greater Cincinnati 350 Erkenbrecher Ave Cincinnati OH 45229 310965333 501 c 3 28850 0 General Support SAFE FAMILIES FOR CHILDREN 4839 W Irving Park Rd Chicago IL 606412719 453194102 501 c 3 8000 0 General Support Saint Jude Childrens Hospital 501 St Jude Place Memphis TN 38105 620646012 501 c 3 11200 0 General Support Seven Hills School 5400 Red Bank Road Cincinnati OH 45227 310536666 501 c 3 38600 0 General Support SUMMER CAMP OPPORTUNITIES PROMOTE EDUCATION INC PO Box 5450 Astoria NY 11105 202772242 501 c 3 8100 0 General Support Talbert House 2600 Victory Parkway Cincinnati OH 45206 310713350 501 c 3 9000 0 General Support Temple Beth El of Boca Raton 9800 Yamato Rd Boca Raton FL 33434 591412924 501 c 3 6796 0 General Support Temple Sholom 3100 Longmeadow Lane Cincinnati OH 45236 310584318 501 c 3 26372 0 General Support Texas Christian University 2800 S University Dr Fort Worth TX 76109 750827465 501 c 3 7250 0 General Support TIDES FOUNDATION 1012 Torney Avenue San Francisco CA 941291755 510198509 501 c 3 20000 0 General Support United Way of Greater Cincinnati PO Box 632711 Cincinnati OH 45263 310537502 501 c 3 83250 0 General Support University of Cincinnati Foundation PO Box 210172 Cincinnati OH 45221 316000989 501 c 3 117836 0 General Support Valley Temple 145 Springfield Pike Cincinnati OH 45215 310744533 501 c 3 39500 0 General Support Washington University in St Louis 1 Brookings Dr St Louis MO 63130 430653611 501 c 3 7000 0 General Support WORLD CENTRAL KITCHEN INCORPORATED 200 Massachusetts Ave NW 7th Floor Washington DC 20001 273521132 501 c 3 9300 0 General Support Xavier University 3800 Victory Parkway Cincinnati OH 45207 310537516 501 c 3 12000 0 General Support YAHAD - IN UNUM MID-AMERICA 2444 Madison Rd Unit 1708 Cincinnati OH 45208 842593527 501 c 3 10000 0 General Support YWCA of Hamilton Ohio 244 Dayton St Hamilton OH 45011 310537167 501 c 3 100000 0 General Support 121 1 Israel Trip & Summer Camp Grants 524 1146450 Scholarships 138 204650 Teacher Salary Engancement Grant 24 66019 Hebrew Free Loans 3 25000 Bar/Bat Mitzvah grants 13 6500 Professional development grants 15 13272 Part I, Line 2: Every agency/organization that requests funding from the Jewish Federation of Cincinnati completes a 25-question form about the outcomes of their program and the population served. They are also required to attach the following information: A) Agency Mission Statement B) Current listing of Agency's Board of Directors C) IRS Letter indicating tax-exempt status D) Projected program budget for 2021 or 2022 fiscal year (including overhead) detailed by major line item. (if you are a United Way agency, you may submit their budget form) E) Actual program budget for 2021 or last completed fiscal year F) Estimated program budget for the rest of 2020 of current fiscal year. G) Explanation of what is included in overhead and how overhead is distributed to individual programs. (e.g. equal to $'s to each program; same % of revenue to each program; same % of direct program expenses to each program; other) H) Overall organization's corresponding fiscal year budget (attached to each program application). I) A copy of their audited financial statements from their most recently completed and immediately prior fiscal years (only submit one copy). II. Councils made up of community volunteers make site vistis to all of the local agencies/organizations that have applied for funding. III. On the basis of the applications and site visits, every program is evaluated on a weighted point system that reflects the community priorities and the service expectations. IV. Based on the point system scores and on the community priorities, funding recommendations are made by the Planning and Allocation Committee to the Board of Trustees. V. The Board of Trustees of the Jewish Federation of Cincinnati approves all funding allocations. Jewish Federation of Cincinnati reports grants on Schedule I to the Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. In addition, JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) - both 501(c)(3) organizations - each file a separate Form 990 and detailed Schedules F. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 Danielle Minson President & CEO 303556 0 22500 0 0 0 13177 0 27638 0 366871 0 0 0 Lindsey Wade COO 145259 0 10000 0 0 0 8120 0 17209 0 180588 0 0 0 Valerie Krueckeberg Managing Director, SBS 140003 0 0 0 0 0 7279 0 9842 0 157124 0 0 0 Jim Friedman Director of Planned Giving 126163 0 0 0 0 0 5991 0 19878 0 152032 0 0 0 Part I, Line 7 Bonuses based on performance measurements Lindsey Wade Sister of Board Member 180588 Comp & Benefits 0 X 134 5038601 FMV 0 0 1 1 Part I, Line 32b: Hyde Park Wealth Management accepts and sells stock contributions on our behalf through TD Ameritrade. Form 990, Part VI, Section A, line 2 Marc Fisher has a family relationship with Bobby Fisher; Tedd Friedman stated that a number of employees, officers and board members are clients of his law firm. David Wise has a family relationship with Lindsey Wade. Form 990, Part VI, Section B, line 11b The 990 is reviewed by management and the Finance and Administration Committee. A public disclosure copy was subsequently provided to the Board of Directors before filing. Form 990, Part VI, Section B, line 12c Conflict of interest forms are sent out annually; results are compiled and reviewed for any possible disclosures. Form 990, Part VI, Section B, line 15 Every three years, the Executive Committee, which is a board designated committee, reviews and sets the CEO's salary and benefit package. The Executive Committee reviews the Jewish Federation of North America's annual salary survey as well as holds conversations with several other Federations. Annually, the CEO is responsible for reviewing and setting all other top management salary and benefits. The CEO reviews the Jewish Federation of North America's annual salary survey. All items used in determining salary and benefits are documented and retained. Form 990, Part VI, Section C, line 19 The organization's governing documents are available on the Ohio Secretary of State's website. The Code of Regulations is our governing document. The financial statements are available on the organization's website. The conflict of interest policy is available upon request. Form 990, Part XI, line 9: Change in CSV of life insurance 197,054. Gain (loss) on charitable gift annuities -304,160. Loss on beneficial interest in trust -926,334. Form 990, Part XII, Line 2c The Finance and Administration Committee oversees the audit and the process has not changed in the current year.